Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Buy
2025
Q2
$356K Sell
2025
Q1
$477K Sell
2024
Q4
$643K Buy
2024
Q3
$279K Buy
2020
Q3
Sell
2020
Q2
$1.25M Buy
2019
Q2
Sell
2019
Q1
$1.57M Buy
2017
Q4
Sell
2017
Q3
$772K Sell
2017
Q2
$2.33M Buy
2017
Q1
$761K Buy